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Integrating Acumatica ERP with Vertex Tax Provider

In Acumatica ERP, you can configure the automatic calculation of taxes by setting up online integration with the Tax Calculation service provided by Vertex.

By configuring the integration of Acumatica ERP with the Vertex tax calculation service, your company gains the following benefits:

  • Real-time tax calculation for all transactions
  • Up-to-date tax rates for all US tax jurisdictions
  • Verification of customer addresses to ensure accurate tax jurisdiction assignment
  • Management of customer reseller permits and exemption certificates
  • Filing of tax reports on behalf of each branch that reports separately to the appropriate tax authorities
This chapter describes the configuration and management of Acumatica ERP integration with the Vertex tax calculation service.

Back to TopIn This Chapter

  • Online Integration with Vertex Tax Calculation
    • If your company sells multiple types of products in many tax jurisdictions, configuring tax calculation and reporting in Acumatica ERP and maintaining up-to-date rates for all the taxes may require too much work and time. In this case, you might consider integrating with the Tax Calculation service by Vertex and then processing sales and VAT taxes online by using it. Acumatica ERP supports integration both with Vertex O Series (On-Premise or On-Demand deployment) and Vertex Cloud (SaaS deployment).
  • To Configure Your Vertex Account
    • At this stage of integration configuration, you have to use the documentation provided by Vertex. We only briefly describe the general steps:
  • To Set Up Integration With Vertex Tax Calculation
    • These subprocedures are described below.
  • Setup of Net or Gross Tax Calculation
    • To ensure accurate pricing and compliance with local tax regulations, you can define how taxes are calculated—either as inclusive (gross) or exclusive (net). Start by specifying the default tax calculation mode for a tax provider. You can then fine-tune tax behavior by assigning a specific mode to individual customers or vendors. And when exceptions arise, you have the flexibility to switch the tax mode directly within a document.